Q. Ok @Hal_Al so if I decide to move forward in pursuing one or both credits, can that be handled by me entering all of the info from all three forms (1099-Q/1098-T in my daughter's name, and 1099-Q in my name) on MY 2022 tax return?
A. Probably not. Your 1099-Q amount doesn't look large enough for all the hit. Her's will probably be partially taxable. As such, it must go on her return, not yours.
Q. If I enter all of that in the form entry locations provided by TurboTax, will TT calculate everything and prompt me to enter the missing pieces of the puzzle (Room/Board expenses, books/supplies expenses, etc.)?
A. Theoretically, yes, but not really, especially the "prompting" part. But don't let that have you leaving $2200+ on the table. I can give you the necessary (relatively) simple workarounds.
